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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $12,400 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: IVY INVESTMENTS Service code 28 PO BOX 219722 · KANSAS CITY, MO 64121 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OAKMARK1 year Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,345 | $95,406+275.6% | $185,849+92.8% | $85,847+317.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.17% | 23.59%-6.4pp | 122.10%-104.9pp | 318.61%-301.4pp |
| Employer contribution / active EE | $16,760 | $3,314+405.8% | $5,169+224.3% | $2,565+553.3% |
| Participant deferral / active EE | $11,940 | $3,424+248.8% | $5,569+114.4% | $3,952+202.1% |
| Admin fee / account holder | $88 | $7,214-98.8% | $16,244-99.5% | $6,261-98.6% |